A cover that names the outcome
The client’s name, the project in one line and the date. The first page says this was written for them.
Make client proposals with AI
Turn your brief into a proposal with the scope, a timeline and pricing on real pages you can edit. Download it as a PDF or a web page.
TemplatesView all templates
What a winning proposal has in it.
Clients skim a proposal for five things. Here they are on a real web studio’s proposal.
The client’s name, the project in one line and the date. The first page says this was written for them.
Show you listened: the brief played back, the goals with today’s figure and the target, and how you’ll measure them.
Phases on a timeline with milestones, so the client can see when they’ll be asked for things and when it’s done.
Two or three similar projects with a result each. It answers the question nobody asks out loud.
Next steps with dates, the options they tick and signature lines for both sides, on one page.
Their problem, in their words
Show you listened: the brief played back, the goals with today’s figure and the target, and how you’ll measure them.
A plan with dates
Phases on a timeline with milestones, so the client can see when they’ll be asked for things and when it’s done.
Proof you’ve done it before
Two or three similar projects with a result each. It answers the question nobody asks out loud.
An easy way to say yes
Next steps with dates, the options they tick and signature lines for both sides, on one page.
A template for the work you pitch.
A complete proposal for each kind of job. Keep the structure and put in your details.
Website proposalsFor quoting a new site: an audit of the old one, a sitemap, the build plan and care after launch.Site auditSitemapPage templatesGantt timelineCare plansWebsite Proposal · 16 pages
Consulting proposalsFor an engagement with a hard question at its centre: the situation, an issue tree, a workplan and fees.Executive summaryIssue treeWorkplanGovernanceDay-rate feesConsulting Proposal · 16 pages
SEO proposalsFor a search retainer: what the audit found, where the traffic is, a six-month roadmap and tiers.Audit previewKeyword opportunityContent planRoadmapThree tiersSEO Proposal · 16 pages
Social media proposalsFor a monthly social retainer: the audit, content pillars, a sample month of posts and packages.AudienceContent pillarsSample monthPaid boostsPackagesSocial Media Proposal · 16 pages
Brand identity proposalsFor a rebrand: discovery, positioning, a naming check, the identity, guidelines and rollout.DiscoveryNaming checkMood boardRolloutThree packagesBrand Identity Proposal · 15 pages
Design studio proposalsA quiet black-and-white proposal for a brand and website project, from the brief to sign-off.The briefObjectivesApproachDeliverablesInvestmentDesign Proposal · 14 pages
There are PPC, video, software, event and content proposals too, and the contracts for after the yes.
Explore all templatesPrice it the way you work.
The page clients read twice, set out three ways in tables you can edit.
- One fixed priceThe price broken down by phase, add-ons the client can tick, and when each payment falls due.Website Proposal
- Three tiers, one recommendedRetainers side by side with the one you’d choose marked, and six-month totals so nobody does sums.SEO Proposal
- Day rates, shown workingDays by role and phase times the rate, expenses, two fee options and the payment terms.Consulting Proposal
From brief to signed, step by step.
Most of it is free; only sending for e-signature needs a paid plan.
- Free account
Draft it
Describe the job, paste the brief or attach your notes. Docsiv AI lays out the pages: cover, scope, timeline, price.
- Free account
Make it yours
Change any word on the page, swap colours and fonts, add your logo and photos of past work.
- Free account
Review it together
Teammates pin comments to a spot on the page and edit with you live before it goes out.
- Free account
Send it
Download a PDF for email or a web page that opens in any browser, or share a link instead.
- Paid plan to send
Get it signed
Place signature blocks and tick boxes for each signer on any plan. Sending for e-signature is on paid plans.
Testimonials
In their own words.
What agencies and teams say after moving their client work into Docsiv.
Used by
The Boost GroupApsticVirtual XcellenceRecruit Hunt
“Proposals used to take a day across four tools. Now we send them branded from one place, and clients sign the same afternoon.”
“Our decks, proposals and reports live in one place now. The team works on the same files instead of passing versions around, and AI gets us to a first draft fast.”
“We replaced our proposal tool, our deck tool and our e-sign tool in one afternoon. Everything our clients see now goes out in our brand.”
RecruitHunt uses Docsiv for recruitment, staffing and AEC client work.
Common questions.
Something else on your mind? Ask us in the chat, bottom right of the page.
Is the proposal maker really free?
Yes. You can write and design a whole proposal and download it as a PDF or a web page on the Free plan, along with saving to your workspace, sharing by link, Docsiv AI with credits included and live editing with your team.
Are the proposal templates free?
Yes. Every proposal template opens in the editor for free: website, consulting, SEO, social media, brand identity, design studio and more. Each one comes with its own scope, timeline and pricing pages, written as a real example you replace with your details.
What should a business proposal include?
A cover that names the client and the outcome, the client’s situation and goals in their words, your approach and what you’ll deliver, a timeline with dates, the price with payment terms, some proof that you’ve done it before, and a clear way to accept. The templates follow that order, so you can keep the structure and change the words.
Can my client sign the proposal online?
You can add signature blocks, tick boxes and fields for each signer from Insert › Signing on any plan. Sending the proposal out for e-signature, with a private signing link for each person, is part of Docsiv’s paid plans. On the free plan, download the PDF and have it signed the way you do today.
Can AI write the proposal for me?
With a free account, Docsiv AI drafts a proposal from your notes, a client brief or files you attach, then edits the pages you point it at: rewrite the scope, add a pricing tier, shorten the letter. It works on the same pages you edit by hand, and AI use draws on the credits your account comes with.
Can I use one proposal for several clients?
Yes. Duplicate the file and change the client’s details, or hide the pages that don’t apply: hidden pages are left out when you export. With an account, your proposals stay in your workspace Drive to copy from next time.
What formats can I download?
A PDF for email and print, and a single HTML file that opens in any browser. With a free account you can also share the proposal as a link, and teammates can comment on the page before it goes out.
Where is my proposal saved?
In your workspace, as you work, so you can come back to it, share it by link or download it again whenever you like.
Ready to write your next proposal?
Describe the client and the work, and get a laid-out first draft with scope, timeline and pricing. Then make it yours and send it.